User Roles Overview
This area of accessplanit is for setting up the level of access to the Users within your platform. The Roles dictate exactly what Accounts, Account Groups and Users any given user has access to. Roles are sometimes referred to as permissions or permission sets.
Where to find a User's Roles
You can view the roles that each User has within your accessplanit platform.
Their roles determine their level of access when they login, for example 'Training Administrators' have a lot more access than 'Individuals'
To view the roles that a User has, follow the below steps:
Open the 'Users' option from the main nagivation menu on the left
Use the search and filter options in your Users DataGrid page to find the User
Right-click on the User, this will display the context menu options
Click on the 'Roles' option from the context menu options
This will open the User Roles DataGrid for this User, showing you all of the Roles that they have
The Roles tab is also available within the User Maintenance page of a User, you can access this
Accessing ‘Roles’ by either of these methods takes you to the same part of the platform.
The Main Roles options
There are four Main Roles within your accessplanit platform:
Super Administrator
This is the highest level of access in the platform, Super Administrators have access to all pages - including pages that define your platform's security.Training Administrator
This is the most common level of access for administrators. As an Admin in your platform, this is the permission set that you will have. A Training Administrator is able to create and manage Course Templates and Resources, schedule courses, and manage Delegate bookings and Invoices.Manager Role
This is the highest level of access that you will grant to your customer base. Typically, you will have at least one Manager per account, but each Manager can have access to more than one Account. This User will be able to view the other Users in their Account, make bookings for them, and view their booking history, as well as being able to book themselves onto courses.Individual
Individuals have the lowest level of access in the platform and is the default role that is automatically given to each new User as they are created. They are able to view their own bookings, make new bookings for themselves, and access eLearning or document course material for themselves.
Trainers are an additional type of User in accessplanit and they do not have their own permission set. A Trainer can have any of the three core permission sets and be a Trainer as well, so it behaves more like an add-on. Most Trainers are Individuals as they have no need for the extra pages that being a Manager or Administrator grant.